Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Geopolitical shock, AI disruption and a case for Australian bonds
Bentham's Richard Quin has cut high-yield exposure to record lows and is making a pointed case for Australian bonds. Here is how the firm is navigating two...
In active equity investing, process and humility may matter more than certainty
Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...
In private credit, the winners may be the managers built for tougher markets
Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...
Chris Wallis says advisers need a new market playbook
Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...
Contracted, essential, resilient: the case for infrastructure in uncertain markets
Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.
GARP index gives advisers a new frame for offshore equity exposure
A new S&P Dow Jones Indices Growth at a Reasonable Price (GARP) Index gives advisers a portfolio construction tool that blends global growth, quality and...
Energy shock forces a portfolio rethink: why Atchison is backing the US over Australia
Atchison has moved Australian equities to underweight and US shares to overweight, arguing the energy shock has exposed a structural mismatch between where...
Private equity’s edge lies in discipline, access and execution
Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.
Private equity’s next edge will be operational, not financial
Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.
Why public fixed income may be better positioned than many investors think
Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...
For advisers, the alternatives challenge is now operational
As alternatives move further into client portfolios, platforms are being asked to solve research, execution and transparency challenges.
Private equity’s evolving playbook: why discipline still matters in a crowded market
For David Chan, portfolio manager at MLC Asset Management, the challenge in private equity goes beyond picking assets, it’s about mastering governance,...
Why private credit’s newest opportunity may lie in what others need to sell
Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...
Amundi posts record inflows as ETFs, fixed income lift 2026 start
Europe’s largest asset manager posted its highest quarterly net inflows in four years, lifting assets to €2,398bn, a result Valérie Baudson says proves...